Randall R. Wall, CFP®, MBA Penn Cove Financial, LLC
- 1072 Landing Circle, Oak Harbor, WA 98277
- (360) 632-0946
About Randall R. Wall, CFP®, MBA
I began investing with my first mutual fund purchase in 1983. I’ve continued studying investments and financial planning ever since, becoming a member of the American Association of Individual Investors in 1984.
I earned the Associate of Science in Electronics, from Gavilan College in 1986, the Bachelor of Science in Business Administration (cum laude) at Chapman University in 1995, and a Master of Business Administration at Columbia College of Missouri in 2002.
I completed Boston University’s Online Program for Financial Planners in 2006.
Most recently, I began the Master of Science in Finance & Economics at West Texas A&M University online in 2017.
I began formally helping others reach their financial goals in 1991, as the Command Financial Specialist aboard USS Dixon (AS 37), as part of the US Navy’s then-new Personal Financial Management program. I served in the same position at Afloat Training Group in Yokosuka, Japan.
After completing a Navy career, I worked at Bank of America, first in Northwest Dealer Banking, and was soon promoted to Investment Specialist in Retirement Services.
I enjoy helping others apply principles of financial management to their personal situations and teach courses in: Personal Financial Planning; Business Finance; Principles of Real Estate; and Investments for Columbia College in Oak Harbor and Marysville. I also taught Personal Finance & Investments for Skagit Valley College from 2004 through 2016.
Penn Cove Financial, LLC was established in 2005 and began offering Financial Planning & Investment Management services to the public in March 2006.
- Gen X
- Government Employees
- Military & Veterans
- Women's Finance
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Monthly Fee: $65+/mo
- Quarterly Fee: $195+/Qtr
- Hourly Fee: $210+/hr
- AUM: 0.7%